Purefi Wealth, LLC Top Holdings and 13F Report (2026) About Purefi Wealth, LLCInvestment ActivityPurefi Wealth, LLC has $152.65 million in total holdings as of March 31, 2026.Purefi Wealth, LLC owns shares of 188 different stocks, but just 88 companies or ETFs make up 80% of its holdings.Approximately 23.21% of the portfolio was purchased this quarter.About 6.74% of the portfolio was sold this quarter.This quarter, Purefi Wealth, LLC has purchased 164 new stocks and bought additional shares in 88 stocks.Purefi Wealth, LLC sold shares of 41 stocks and completely divested from 17 stocks this quarter.Largest Holdings WALMART INC $8,367,137Stryker $7,014,155iShares Core S&P 500 ETF $6,385,814Apple $5,003,790Microsoft $4,963,055 Largest New Holdings this Quarter 72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund $838,879 Holding464288687 - iShares Preferred and Income Securities ETF $645,287 Holding00039J780 - AB ACTIVE ETFS INC $522,510 Holding237194105 - Darden Restaurants $457,557 Holding46438G448 - ISHARES TR $442,629 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,624 shares (about $2.37M)iShares Flexible Income Active ETF 35,429 shares (about $1.84M)WALMART INC 13,022 shares (about $1.62M)Microsoft 3,094 shares (about $1.15M)Apple 3,498 shares (about $887.77K) Largest Sales this Quarter CAPITAL GRP FIXED INCM ETF T 29,952 shares (about $787.13K)iShares Gold Trust 5,902 shares (about $520.32K)FCF US Quality ETF 5,791 shares (about $411.97K)MARSH & MCLENNAN COS INC 2,054 shares (about $356.27K)iShares S&P 100 ETF 1,082 shares (about $344.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPurefi Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWALMART INC$8,367,137$1,618,371 â–²24.0%67,3255.5%COMSYKStryker$7,014,155$2,300 â–²0.0%21,3464.6%MedicalIVViShares Core S&P 500 ETF$6,385,814$2,367,245 â–²58.9%9,7764.2%ETFAAPLApple$5,003,790$887,769 â–²21.6%19,7163.3%Computer and TechnologyMSFTMicrosoft$4,963,055$1,145,263 â–²30.0%13,4083.3%Computer and TechnologyAVGOBroadcom$3,817,474$407,622 â–²12.0%12,3342.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,685,195$801,808 â–²27.8%5,6672.4%FinanceAMZNAmazon.com$3,343,641$673,768 â–²25.2%16,0542.2%Retail/WholesaleNVDANVIDIA$3,110,679$760,229 â–²32.3%17,8362.0%Computer and TechnologyBINCiShares Flexible Income Active ETF$2,424,604$1,839,822 â–²314.6%46,6901.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,422,794$452,641 â–²23.0%41,6431.6%ETFTSMTaiwan Semiconductor Manufacturing$2,381,196$264,277 â–²12.5%7,0461.6%Computer and TechnologyXOMExxonMobil$2,380,330$63,283 â–²2.7%14,0301.6%EnergyJNJJohnson & Johnson$2,344,180$40,333 â–²1.8%9,5901.5%MedicalGOOGAlphabet$2,009,503$226,625 â–²12.7%7,0051.3%Computer and TechnologyLLYEli Lilly and Company$1,923,239$98,415 â–¼-4.9%2,0911.3%MedicalAGGiShares Core U.S. Aggregate Bond ETF$1,885,201$623,900 â–²49.5%18,9911.2%FinanceFBCGFidelity Blue Chip Growth ETF$1,843,151$257,765 â–²16.3%36,7751.2%ETFCAPITAL GRP FIXED INCM ETF T$1,791,235$787,134 â–¼-30.5%68,1601.2%SHORT DURATION MGOOGLAlphabet$1,731,686$414,949 â–²31.5%6,0221.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,708,864$47,068 â–²2.8%5,8091.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,584,526$174,656 â–¼-9.9%22,7171.0%ETFVYMVanguard High Dividend Yield ETF$1,482,016$8,738 â–²0.6%10,0071.0%Financial ServicesJAVAJPMorgan Active Value ETF$1,451,280$537,764 â–²58.9%20,2271.0%ETFHDHome Depot$1,377,551$64,799 â–²4.9%4,1880.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,356,129$537,291 â–²65.6%14,9800.9%ETFMUBiShares National Muni Bond ETF$1,308,892$128,225 â–²10.9%12,3310.9%ETFBLACKROCK ETF TRUST$1,249,596$560,513 â–²81.3%37,9240.8%ISHARES A I INNOEFViShares MSCI EAFE Value ETF$1,231,311$356,211 â–²40.7%16,5610.8%ETFNEENextEra Energy$1,169,731$9,938 â–²0.9%12,5940.8%UtilitiesABBVAbbVie$1,102,892$215,968 â–¼-16.4%5,0710.7%MedicalTCW TRANSFORM ETF TRUST$1,090,774$256,244 â–²30.7%11,1570.7%TRANSFORM SYSTEMIWMiShares Russell 2000 ETF$1,049,823$78,867 â–¼-7.0%4,2330.7%FinanceETNEaton$1,035,097$3,577 â–¼-0.3%2,8940.7%IndustrialsMETAMeta Platforms$1,007,897$332,915 â–²49.3%1,7620.7%Computer and TechnologyVVisa$988,929$130,265 â–²15.2%3,2720.6%Business ServicesFTECFidelity MSCI Information Technology Index ETF$939,3460.0%4,5150.6%ETFASMLASML$937,789$213,974 â–²29.6%7100.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$893,0880.0%6,7200.6%ETFTTACFCF US Quality ETF$892,593$411,971 â–¼-31.6%12,5470.6%ETFUNHUnitedHealth Group$884,454$383,110 â–²76.4%3,2690.6%MedicalTRVTravelers Companies$846,164$4,959 â–²0.6%2,9010.6%FinanceWMBWilliams Companies$842,865$2,111 â–²0.3%11,5810.6%EnergyEQLALPS Equal Sector Weight ETF$841,4120.0%17,6920.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$838,879$838,879 â–²New Holding16,0740.5%ETFADIAnalog Devices$783,261$357,908 â–²84.1%2,4620.5%Computer and TechnologyMCDMcDonald's$777,907$227,809 â–¼-22.7%2,5030.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$755,154$93,382 â–¼-11.0%1,7710.5%ETFNFLXNetflix$753,335$519,979 â–²222.8%7,8350.5%Consumer DiscretionaryCOSTCostco Wholesale$752,502$366,782 â–²95.1%7550.5%Retail/WholesaleQQQInvesco QQQ$739,679$462,732 â–²167.1%1,2820.5%FinanceCVXChevron$730,978$19,449 â–²2.7%3,5330.5%EnergyADPAutomatic Data Processing$726,165$3,454 â–²0.5%3,5740.5%Computer and TechnologyLINDE PLC$720,835$107,580 â–²17.5%1,4540.5%SHSVXFVanguard Extended Market ETF$691,3450.0%3,3590.5%ETFCSCOCisco Systems$659,360$82,245 â–²14.3%8,4980.4%Computer and TechnologyPGProcter & Gamble$645,936$319,213 â–¼-33.1%4,4720.4%Consumer StaplesPFFiShares Preferred and Income Securities ETF$645,287$645,287 â–²New Holding21,2830.4%ETFIVEiShares S&P 500 Value ETF$642,529$107,475 â–¼-14.3%3,0430.4%ETFIVWiShares S&P 500 Growth ETF$638,619$13,799 â–²2.2%5,6460.4%ETFFALNiShares Fallen Angels USD Bond ETF$637,675$385,598 â–²153.0%23,8650.4%ManufacturingPNCThe PNC Financial Services Group$629,888$150,241 â–²31.3%3,0270.4%FinanceTRGPTarga Resources$623,566$198,829 â–²46.8%2,4870.4%EnergyGDGeneral Dynamics$617,110$126,648 â–²25.8%1,7980.4%AerospaceIYWiShares U.S. Technology ETF$600,106$122,815 â–¼-17.0%3,3080.4%ManufacturingVCRVanguard Consumer Discretionary ETF$587,7320.0%1,6370.4%ETFVWOVanguard FTSE Emerging Markets ETF$563,147$54,807 â–¼-8.9%10,4190.4%ETFAMDAdvanced Micro Devices$558,415$139,553 â–²33.3%2,7450.4%Computer and TechnologyPEPPepsiCo$546,931$45,189 â–²9.0%3,5220.4%Consumer StaplesVVVanguard Large-Cap ETF$540,022$31,678 â–¼-5.5%1,8070.4%ETFBLACKROCK INC$533,819$102,916 â–²23.9%5550.3%COMAB ACTIVE ETFS INC$522,510$522,510 â–²New Holding11,9240.3%EMERGING MKTS OPVRTXVertex Pharmaceuticals$514,861$150,038 â–²41.1%1,1530.3%MedicalIUSBiShares Core Total USD Bond Market ETF$513,171$200,280 â–²64.0%11,1100.3%ManufacturingTSLATesla$510,413$142,009 â–²38.5%1,3730.3%Auto/Tires/TrucksTLHiShares 10-20 Year Treasury Bond ETF$489,701$98,504 â–²25.2%4,8620.3%ETFGE VERNOVA INC$487,951$38,408 â–²8.5%5590.3%COMCRH PLC$478,401$41,522 â–²9.5%4,5510.3%ORDORCLOracle$477,098$192,428 â–¼-28.7%3,2430.3%Computer and TechnologyMDLZMondelez International$473,513$226,007 â–¼-32.3%8,2150.3%Consumer StaplesFIDUFidelity MSCI Industrials Index ETF$466,7750.0%5,3950.3%ETFVEAVanguard FTSE Developed Markets ETF$462,145$177,373 â–²62.3%7,2120.3%ETFUNPUnion Pacific$461,463$68,419 â–¼-12.9%1,9020.3%TransportationDRIDarden Restaurants$457,557$457,557 â–²New Holding2,3340.3%Retail/WholesaleCTASCintas$456,678$4,398 â–²1.0%2,7000.3%Business ServicesACNAccenture$450,946$93,600 â–¼-17.2%2,2740.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$446,708$17,454 â–¼-3.8%2,3290.3%ETFTE CONNECTIVITY PLC$445,840$50,165 â–²12.7%2,1330.3%ORD SHSIXUSiShares Core MSCI Total International Stock ETF$445,590$606 â–¼-0.1%5,1430.3%ManufacturingISHARES TR$442,629$442,629 â–²New Holding8,8650.3%LONG TERM MUNISRESempra Energy$436,682$194 â–¼0.0%4,4940.3%UtilitiesPPLPPL$436,244$2,025 â–²0.5%11,4200.3%UtilitiesVGTVanguard Information Technology ETF$433,606$3,491 â–¼-0.8%6210.3%ETFXLUUtilities Select Sector SPDR Fund$431,366$137,670 â–²46.9%9,4000.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$420,311$420,311 â–²New Holding2,9510.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$419,4720.0%14,4000.3%ETFRTXRTX$418,786$90,663 â–²27.6%2,1710.3%AerospaceNVSNovartis$414,716$414,716 â–²New Holding2,7150.3%MedicalVICIVICI Properties$413,625$1,776 â–²0.4%15,1400.3%FinanceIWDiShares Russell 1000 Value ETF$408,964$69,015 â–¼-14.4%1,9140.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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